XYZ remains a top pick due to its net cash balance sheet, GAAP profitability, and aggressive share repurchases despite recent growth concerns. Management's conservative guidance and increased focus on lending have pressured sentiment. Recent updates show improving Cash App trends and innovation efforts, suggesting potential for growth acceleration in the coming quarters.
The fintech sector is evolving fast, driven by innovation in digital payments, credit underwriting, and user experience. Two major players — Block, Inc. XYZ and Upstart Holdings UPST — stand out for their disruptive business models and strategic growth initiatives.
C3 Metals Inc (TSX-V:CCCM, OTC:CARCF) said it has launched a 14-hole, 2,500-metre diamond drilling program at its 50%-owned Super Block Project in central Jamaica. The new program is targeting a five-kilometre-long gold trend that includes the past-producing Pennants Gold Mine.
Block's post-earnings selloff was overdone - recent product launches and its bitcoin business justify the stock's rapid recovery. Square's new biannual product launch cadence, the first of which included Square Handheld and a Square AI teaser, positions the company to reignite Square segment growth. AI integration into Square POS leverages proprietary data and distribution, offering robust upselling potential and should drive strong future subscription and services revenue.
XYZ's growing merchant network and Cash App tools boost optimism, but the stock still lags amid weak earnings outlook and valuation concerns.
Block plans to launch bitcoin payments on its business technology platform Square, enabling merchants using the Square Point of Sale app to accept bitcoin payments directly through their Square hardware.
Block Inc (NYSE:SQ) announced that it has introduced a pilot program for real-time Bitcoin payments through Square at the Bitcoin 2025 conference in Las Vegas, being held from May 27 to 29. The program allows attendees to purchase merchandise such as T-shirts, hoodies, and hats at the BTC Inc.
Block said Monday (May 19) that since the launch of its credit products, it has extended over $100 billion in credit while keeping its loss rates “low.” The company uses a combination of near real-time data, technology and customer-first design, rather than traditional credit scores, Block said in a Monday press release.
I'm maintaining Palo Alto Networks with a buy ahead of 3Q25 earnings, due on May 20th, as I expect possible upward guidance revisions. Near-term tailwinds include firewall refresh cycles, market share gains, and a first-mover advantage in AI security through strategic acquisitions like AI Protect. The shift from hardware to software and cloud security positions Palo Alto for long-term growth and profitability, in my opinion.
Block, Inc. (NYSE:XYZ ) J.P. Morgan 53rd Annual Technology, Media and Communications Conference May 13, 2025 12:30 PM ET Company Participants Jack Dorsey - Block Head, Chairman, Co-Founder Amrita Ahuja - Foundational Lead Conference Call Participants Tien-Tsin Huang - JPMorgan Tien-Tsin Huang All right.
H&R Block's third-quarter fiscal 2025 earnings increase 8.9% year over year.
H&R Block, Inc. had a successful fiscal Q3 during tax season. Earnings grew well based on effective sales and labor management. The tax preparation industry is projected to grow very slowly, and H&R Block's service diversification efforts aren't bringing in enough significant adjacent revenue streams. Based on H&R Block's very healthy cash flow, enabling dividends and significant share buybacks, I believe HRB stock is attractive. I estimate a fair value of $84.